See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,007 | $67,823-24.8% | $52,425-2.7% | $137,256-62.8% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 8.59% | 219.11%-210.5pp | 302.12%-293.5pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,686 | $1,163+45.0% | $914+84.5% | $4,156-59.4% |
| Participant deferral / active EE | $2,175 | $2,288-4.9% | $1,790+21.5% | $6,407-66.1% |
| Admin fee / account holder | $1,271 | $2,844-55.3% | $2,495-49.0% | $12,270-89.6% |